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To: Jorj X Mckie who wrote (835)4/13/2000 1:32:00 PM
From: John Pitera  Read Replies (1) | Respond to of 2850
 
Nicely done!!!! SSTI--my little stump speech-- I know you
have heard it -g-

SSTI--- WALLstreetcity.com has a forward P/E or 32.9 on
it. Price to sales of 15.9,

under 2 billion mkt cap.

they are right in the vortex of the flash memory explosion.

and they have a cool web site.

Plus they are going from losing money to earning money and
they have an 80% yearly revenue growth rate.

and remember AMD is big in the flash memory area and they had a very strong quarter:

-----------

Advanced Micro Devices (AMD-$76-N) Strong C1Q Results
Mark Edelstone

AMD reported C1Q00 EPS of $1.10, exceeding our estimate of $0.65 and the
consensus estimate of $0.58. The strong positive surprise was driven by strength
across all of AMD's product lines.
AMD benefited from strong consumer PC shipments in C1Q. Record microprocessor
sales of 6.5MM units reflects great execution on the Athlon and K6-2. Flash
continued to experience strong demand driven by cell phones.
Continued recovery in
Latin America and Asia business drove Q/Q growth in telephone line cards.
We raise our C2000E EPS from $2.70 to $4.70 to reflect the strong broad-based
demand and the expected better operating environment. We also introduce a
C2001E EPS of $3.70.
We maintain our Neutral rating.

--------------

Silicon Storage Technology, Inc.
1171 Sonora Ct.
Sunnyvale, CA 94086
Phone: 408-735-9110
Fax: 408-735-9036

SuperFlash isn't an aging funk star. It's Silicon Storage Technology's (SST's) brand of flash memory devices, a type of nonvolatile computer chip that does not need contant power to retain data and can be erased and reprogrammed in blocks. SST uses contract manufacturers to produce its chips and licenses its technology to chip makers, including IBM and Motorola. SST's chips and CompactFlash memory cards offer various memory capacities for applications in the PC, communications, and video game markets. The company has introduced microcontrollers with embedded flash memories and application-specific memory products. Nearly three-quarters of SST's sales are to Asian companies, including Acer, NEC, and Sony.

ssti.com

Top Competitors: Atmel | Intel | Samsung